Mabrey Bank is excited to offer an added, no-cost digital benefit to consumer and business customers who utilize QuickBooks or Quicken, called “Direct Connect.” Through our digital banking platform, you are able to sync your Mabrey account to your QuickBooks or Quicken account to create two-way connectivity between platforms.
Once a connection is established, Mabrey Bank customers can access account information inside of Quicken or QuickBooks for your accounts at Mabrey Bank. With no manual entry of transactions, Direct Connect will streamline your reconciliation with auto-reconciliation and elimination of the possibility of duplicate transactions.
To utilize Direct Connect, follow the instructions below, or refer to the correct user guide for your software and operating system.
Mac Users
PC Users
Requesting a Connection
To begin Direct Connect, request the connection from your Quicken or QuickBooks software from your desktop computer.
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Locate the “Banking” menu inside of QuickBooks or the “Tools” menu inside of Quicken and search “Mabrey Bank.”
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Ensure you have your Mabrey Bank Customer ID and PIN/password on hand.
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Follow the prompts and select “Direct Connect” when prompted.
Establishing a Connection
To manage Direct Connect, use a desktop computer to access your Mabrey Bank account here after you have requested a connection.
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Login to your Mabrey Bank account
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Go to “My Profile” (bottom left of browser window)
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Select “Personal Settings > “Security”
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Select “Direct Connect” > “Manage”
You should see your requested Direct Connect from your QuickBooks or Quicken as an option to select.
If you need any assistance setting up Direct Connect. Reach out to our team at treasury@mabreybank.com. We would be happy to help!